Optimum Capital Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Optimum Capital Strategies serves individuals (including high‑net‑worth clients), families, trusts, estates, corporations and charitable organizations with fee‑based, personalized asset management, retirement planning and comprehensive financial planning. The firm delivers portfolio management through independent custodians such as Interactive Brokers and Charles Schwab and also offers securities buy‑back services to business clients at no additional fee.
The firm’s investment approach combines a value‑oriented philosophy with active use of options and tactical trading: it commonly uses puts to acquire positions and covered calls to exit, and applies fundamental, technical and cyclical analysis across its portfolios. OCS may also employ margin, leverage, short sales, hedging and other derivatives in separately managed accounts, and typically manages client assets on a discretionary basis (discretionary funds reported at $33,526,074 as of December 31, 2025), practices that are relatively uncommon among peers.
As a small, two‑advisor firm, Optimum Capital Strategies manages distinct portfolio types (Strategic, Value, Concentrated, Fixed Income, ETF and ETF‑C) on an individualized basis and uses block trading and basket orders to mitigate execution conflicts. The firm’s explicit use of borrowing and derivatives within separately managed accounts, paired with a fee‑only model and business buy‑back offerings, sets its trading toolkit and client services apart from many supported peers.
Client services
Expertise
Fee options
One-time comprehensive financial planning fees ranging from $1,200 to $3,500, negotiable fixed fees possible.
$100,000 - $5,000,000: 1.50% $5,000,000 - $10,000,000: 1.25% $10,000,000+: 1.00% $0+: 1.00% (ETF Portfolios) $0+: 0.75% (Fixed Income Portfolios)
Hourly rates starting at $135 for financial planning services.
Account minimum: $100,000 Fee-only: Comprehensive financial planning available with hourly rates starting at $135/hour and one-time fees between $1,200 and $3,500; some fixed fees may be negotiated.
Main office
4900 SW Griffith Drive, #269
Beaverton OR 97005
Advisors at this office
2
Most active in
Oregon · Texas
Also doing business as
Ocs · Optimum Capital Strategies · Optimum Capital Strategies LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Donald B
Series 63, Series 65
Beaverton, OR
Optimum Capital Strategies
Donald Bredehoeft is a financial advisor with Optimum Capital Strategies in Beaverton, OR. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Optimum Capital Strategies in 2009, he worked for the State of Oregon from 2020 to 2022. Optimum Capital Strategies LLC provides fee-based investment advisory and financial planning services to individuals, families, trusts, estates, corporations, and charitable organizations. The firm’s investment approach integrates value investing with strategic option usage and a long-term orientation, utilizing fundamental, technical, and cyclical analysis across model and actively managed accounts.
Guerllamo J
Series 63, Series 66
Beaverton, OR
Optimum Capital Strategies
Guerllamo Jimenez is a financial advisor with Optimum Capital Strategies in Beaverton, OR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Optimum Capital Strategies since 2009. Optimum Capital Strategies LLC provides fee-based investment advisory and financial planning services to individuals, families, trusts, estates, corporations, and charitable organizations. The firm combines value investing with strategic option usage and a long-term orientation, employing fundamental, technical, and cyclical analysis across model and actively managed accounts.
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